Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$692K Buy
6,563
+55
+0.8% +$5.8K 0.04% 268
2025
Q1
$724K Buy
6,508
+2
+0% +$222 0.05% 252
2024
Q4
$673K Buy
6,506
+190
+3% +$19.7K 0.04% 249
2024
Q3
$706K Buy
6,316
+328
+5% +$36.7K 0.05% 243
2024
Q2
$535K Buy
5,988
+118
+2% +$10.5K 0.04% 264
2024
Q1
$504K Buy
5,870
+16
+0.3% +$1.37K 0.04% 280
2023
Q4
$483K Buy
5,854
+795
+16% +$65.6K 0.04% 270
2023
Q3
$388K Buy
5,059
+118
+2% +$9.06K 0.04% 281
2023
Q2
$345K Buy
+4,941
New +$345K 0.03% 276